# William Levay

> William Levay is a fee-only financial advisor at FCA in Houston, Texas. William focuses on tax planning, estate & legacy planning and founders (pre-exit). FCA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-levay/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** FCA
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $623.1M across 563 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees, Executives, Founders, High earners
- **CRD:** 3200046 (https://adviserinfo.sec.gov/individual/summary/3200046)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://fcacorp.com/

## Frequently asked questions

### Is William Levay a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and FCA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, FCA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Levay based?

William Levay is based in Houston, Texas.

### What does William specialize in?

William's specialties include tax planning, estate & legacy planning and founders (pre-exit). William works with retirees, pre-retirees, executives, founders and high earners.

### Is William Levay registered with the SEC?

Yes. William Levay is registered as an investment adviser representative in TX (CRD 3200046), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does FCA manage?

FCA reports $623.1M across 563 accounts in assets under management.

### How do I contact William Levay?

Through William's website, fcacorp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3200046): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://fcacorp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.